A comprehensive guide to help you start your own business in the CFD industry.
Have you ever considered transforming your passion for trading into a business? Trading can be more than just a personal endeavor—it can be the foundation of a thriving enterprise.
If you’re looking to enter the Contract for Difference (CFD) industry, partnering with a reputable broker like Eightcap can provide the valuable support and resources you need to succeed.
With the right guidance and tools, your trading expertise can potentially evolve into a sustainable and profitable business venture.
Here's a comprehensive guide to help you start your own business in the CFD industry, leveraging Eightcap’s extensive experience and industry knowledge.
Who should read this?
This guide is for aspiring entrepreneurs and experienced traders who want to start their own business within the CFD industry. Whether you’re an experienced trader with a deep understanding of market dynamics and strategies or a newcomer eager to enter the market and learn the ropes, this article will provide the insights you need to get started.
Understanding your needs
Starting a business in the financial industry can be daunting. Concerns about costs, technical know-how, and client acquisition can feel overwhelming. However, the right partner can provide the necessary tools and support to help you overcome these challenges and build a sustainable business. Remember, "little by little, one travels far" – even the most successful ventures begin with small steps.
Understanding What Your Clients Want
Knowing your clients' needs and preferences is crucial to building a successful CFD business. Here are some key areas to focus on:
1. Low Spreads and Fees
Clients are always looking for cost-effective trading opportunities. Offering low spreads and competitive fees can make your service more attractive to potential traders.
2. Popular Trading Platforms
Providing access to popular and robust trading platforms such as MetaTrader 4, MetaTrader 5, and TradingView ensures that your clients have the best tools at their disposal. These platforms are well-known for their reliability, advanced features, and user-friendly interfaces.
3. Educational Resources
Traders, especially beginners, benefit greatly from educational resources. Offering webinars, tutorials, and market analysis can help your clients improve their trading skills and make more informed decisions.
4. Customer Support
Reliable and accessible customer support is essential. Ensuring your clients can get help when they need it builds trust and loyalty. Consider offering 24/5 support to assist clients during trading hours.
5. Diverse Trading Instruments
Providing a wide range of trading instruments allows clients to diversify their portfolios and find opportunities in different markets. Offering access to over 800 instruments, including Forex, commodities, indices, and cryptocurrencies, can meet varied trading preferences.
Steps to starting your own CFD business
Research and planning Understand the CFD market, its regulations, and the potential client base. Draft a business plan that outlines your goals, strategies, and financial projections.
Choose a reliable broker Partnering with a reliable broker is crucial. But don’t worry, it’s not our first rodeo. With over two decades of experience, award-winning offerings, and extensive resources, Eightcap provides the support you need to grow your business. Eightcap has supported over 3,000 affiliates and Introducing Brokers (IBs), paying over $9 million in commissions and achieving notable conversion rates. Here’s what Eightcap offers:
❖ Flexible partnerships and commission models, tailored to you.
❖ 800+ instruments on MetaTrader 4 & 5 for diverse opportunities.
❖ Expert guidance and training to help you reach your business goals.
❖ Access to TradingView's precision tools for client trade optimization.
❖ 24/5 reliable support for you and your referrals.
❖ Customizable marketing funnels and assets to drive your referral success.
❖ Award-winning broker with ultra-low spreads to optimize your referrals’ trading experience.
❖ Exclusive event invites – including The Trading Battle and TraderFest.
Set up your business structure Decide on the business structure that best suits your needs, whether it’s a sole proprietorship, partnership, or corporation. Ensure you comply with all regulatory requirements.
Develop marketing strategies Effective marketing is key to attracting clients. Eightcap provides customizable funnels and comprehensive support to help enhance your marketing efforts and drive client engagement.
Create client propositions Understand your clients’ needs and provide tailored services. With Eightcap, you can offer exceptional spreads on Gold, BTC/USD, and Oil, access to TradingView’s powerful analytical tools, and the ability to trade over 800 instruments on MetaTrader 4 & 5.
Provide versatile account options Offer flexible account types, including swap-free options and exclusive tools designed to cater to diverse trading needs.
Why partner with Eightcap?
By partnering with Eightcap, you can provide your clients with access to high-quality tools and resources. Eightcap offers bespoke solutions, multi-asset liquidity, and extensive support, making it easier for you to build and grow your business.
Take the next step
Ready to use your trading knowledge to start a new business venture? Partner with Eightcap to gain access to comprehensive support and resources. Join the network of affiliates and IBs who are building their businesses with Eightcap. Start your journey today and make your mark in the CFD industry with Eightcap by your side.
Have you ever considered transforming your passion for trading into a business? Trading can be more than just a personal endeavor—it can be the foundation of a thriving enterprise.
If you’re looking to enter the Contract for Difference (CFD) industry, partnering with a reputable broker like Eightcap can provide the valuable support and resources you need to succeed.
With the right guidance and tools, your trading expertise can potentially evolve into a sustainable and profitable business venture.
Here's a comprehensive guide to help you start your own business in the CFD industry, leveraging Eightcap’s extensive experience and industry knowledge.
Who should read this?
This guide is for aspiring entrepreneurs and experienced traders who want to start their own business within the CFD industry. Whether you’re an experienced trader with a deep understanding of market dynamics and strategies or a newcomer eager to enter the market and learn the ropes, this article will provide the insights you need to get started.
Understanding your needs
Starting a business in the financial industry can be daunting. Concerns about costs, technical know-how, and client acquisition can feel overwhelming. However, the right partner can provide the necessary tools and support to help you overcome these challenges and build a sustainable business. Remember, "little by little, one travels far" – even the most successful ventures begin with small steps.
Understanding What Your Clients Want
Knowing your clients' needs and preferences is crucial to building a successful CFD business. Here are some key areas to focus on:
1. Low Spreads and Fees
Clients are always looking for cost-effective trading opportunities. Offering low spreads and competitive fees can make your service more attractive to potential traders.
2. Popular Trading Platforms
Providing access to popular and robust trading platforms such as MetaTrader 4, MetaTrader 5, and TradingView ensures that your clients have the best tools at their disposal. These platforms are well-known for their reliability, advanced features, and user-friendly interfaces.
3. Educational Resources
Traders, especially beginners, benefit greatly from educational resources. Offering webinars, tutorials, and market analysis can help your clients improve their trading skills and make more informed decisions.
4. Customer Support
Reliable and accessible customer support is essential. Ensuring your clients can get help when they need it builds trust and loyalty. Consider offering 24/5 support to assist clients during trading hours.
5. Diverse Trading Instruments
Providing a wide range of trading instruments allows clients to diversify their portfolios and find opportunities in different markets. Offering access to over 800 instruments, including Forex, commodities, indices, and cryptocurrencies, can meet varied trading preferences.
Steps to starting your own CFD business
Research and planning Understand the CFD market, its regulations, and the potential client base. Draft a business plan that outlines your goals, strategies, and financial projections.
Choose a reliable broker Partnering with a reliable broker is crucial. But don’t worry, it’s not our first rodeo. With over two decades of experience, award-winning offerings, and extensive resources, Eightcap provides the support you need to grow your business. Eightcap has supported over 3,000 affiliates and Introducing Brokers (IBs), paying over $9 million in commissions and achieving notable conversion rates. Here’s what Eightcap offers:
❖ Flexible partnerships and commission models, tailored to you.
❖ 800+ instruments on MetaTrader 4 & 5 for diverse opportunities.
❖ Expert guidance and training to help you reach your business goals.
❖ Access to TradingView's precision tools for client trade optimization.
❖ 24/5 reliable support for you and your referrals.
❖ Customizable marketing funnels and assets to drive your referral success.
❖ Award-winning broker with ultra-low spreads to optimize your referrals’ trading experience.
❖ Exclusive event invites – including The Trading Battle and TraderFest.
Set up your business structure Decide on the business structure that best suits your needs, whether it’s a sole proprietorship, partnership, or corporation. Ensure you comply with all regulatory requirements.
Develop marketing strategies Effective marketing is key to attracting clients. Eightcap provides customizable funnels and comprehensive support to help enhance your marketing efforts and drive client engagement.
Create client propositions Understand your clients’ needs and provide tailored services. With Eightcap, you can offer exceptional spreads on Gold, BTC/USD, and Oil, access to TradingView’s powerful analytical tools, and the ability to trade over 800 instruments on MetaTrader 4 & 5.
Provide versatile account options Offer flexible account types, including swap-free options and exclusive tools designed to cater to diverse trading needs.
Why partner with Eightcap?
By partnering with Eightcap, you can provide your clients with access to high-quality tools and resources. Eightcap offers bespoke solutions, multi-asset liquidity, and extensive support, making it easier for you to build and grow your business.
Take the next step
Ready to use your trading knowledge to start a new business venture? Partner with Eightcap to gain access to comprehensive support and resources. Join the network of affiliates and IBs who are building their businesses with Eightcap. Start your journey today and make your mark in the CFD industry with Eightcap by your side.
IronFX Celebrates 15 Years of Creating Strong Partnerships
Marketing in 2026 Audiences, Costs, and Smarter AI
Marketing in 2026 Audiences, Costs, and Smarter AI
As brokers eye B2B business and compete with fintechs and crypto exchanges alike, marketers need to act wisely with often limited budgets. AI can offer scalable solutions, but only if used properly.
Join seasoned marketing executives and specialists as they discuss the main challenges they identify in financial services in 2026 and how they address them.
Attendees of this session will walk away with:
- A nuts-and-bolts account of acquisition costs across platforms and geos
- Analysis of today’s multi-layered audience segments and differences in behaviour
- First-hand account of how global brokers balance consistency and local flavour
- Notes from the field about intelligently using AI and automation in marketing
Speakers:
-Yam Yehoshua, Editor-In-Chief at Finance Magnates
-Federico Paderni, Managing Director for Growth Markets in Europe at X
-Jo Benton, Chief Marketing Officer, Consulting | Fractional CMO
-Itai Levitan, Head of Strategy at investingLive
-Roberto Napolitano, CMO at Innovate Finance
-Tony Cross, Director at Monk Communications
#fmls #fmls25 #fmevents #FintechMarketing #AI #DigitalStrategy #Fintech #Innovation
Connect with us at:
🔗 LinkedIn: / financemagnates-events
👍 Facebook: / financemagnatesevents
📸 Instagram: / fmevents_official
🐦 Twitter: / f_m_events
🎥 TikTok: / fmevents_official
As brokers eye B2B business and compete with fintechs and crypto exchanges alike, marketers need to act wisely with often limited budgets. AI can offer scalable solutions, but only if used properly.
Join seasoned marketing executives and specialists as they discuss the main challenges they identify in financial services in 2026 and how they address them.
Attendees of this session will walk away with:
- A nuts-and-bolts account of acquisition costs across platforms and geos
- Analysis of today’s multi-layered audience segments and differences in behaviour
- First-hand account of how global brokers balance consistency and local flavour
- Notes from the field about intelligently using AI and automation in marketing
Speakers:
-Yam Yehoshua, Editor-In-Chief at Finance Magnates
-Federico Paderni, Managing Director for Growth Markets in Europe at X
-Jo Benton, Chief Marketing Officer, Consulting | Fractional CMO
-Itai Levitan, Head of Strategy at investingLive
-Roberto Napolitano, CMO at Innovate Finance
-Tony Cross, Director at Monk Communications
#fmls #fmls25 #fmevents #FintechMarketing #AI #DigitalStrategy #Fintech #Innovation
Connect with us at:
🔗 LinkedIn: / financemagnates-events
👍 Facebook: / financemagnatesevents
📸 Instagram: / fmevents_official
🐦 Twitter: / f_m_events
🎥 TikTok: / fmevents_official
Much like their traders in the market, brokers must diversify to manage risk and stay resilient. But that can get costly, clunky, and lengthy.
This candid panel brings together builders across the trading infrastructure space to uncover the shifting dynamics behind tools, interfaces, and full-stack ambitions.
Attendees will hear:
-Why platform dependency has become one of the most overlooked risks in the trading business?
-Buy vs. build: What do hybrid models look like, and why are industry graveyards filled with failed ‘killer apps’?
-How AI is already changing execution, risk, and reporting—and what’s next?
-Which features, assets, and tools gain the most traction, and where brokers should look for tech-driven retention?
Speakers:
-Stephen Miles, Chief Revenue Officer at FYNXT
-John Morris, Co-Founder at FXBlue
-Matthew Smith, Group Chair & CEO at EC Markets
-Tom Higgins, Founder & CEO at Gold-i
-Gil Ben Hur, Founder at 5% Group
#fmls #fmls25 #fmevents #Brokers #Trading #Fintech #FintechInnovation #TradingTechnology #Innovation
Connect with us at:
🔗 LinkedIn: / financemagnates-events
👍 Facebook: / financemagnatesevents
📸 Instagram: / fmevents_official
🐦 Twitter: / f_m_events
🎥 TikTok: / fmevents_official
Much like their traders in the market, brokers must diversify to manage risk and stay resilient. But that can get costly, clunky, and lengthy.
This candid panel brings together builders across the trading infrastructure space to uncover the shifting dynamics behind tools, interfaces, and full-stack ambitions.
Attendees will hear:
-Why platform dependency has become one of the most overlooked risks in the trading business?
-Buy vs. build: What do hybrid models look like, and why are industry graveyards filled with failed ‘killer apps’?
-How AI is already changing execution, risk, and reporting—and what’s next?
-Which features, assets, and tools gain the most traction, and where brokers should look for tech-driven retention?
Speakers:
-Stephen Miles, Chief Revenue Officer at FYNXT
-John Morris, Co-Founder at FXBlue
-Matthew Smith, Group Chair & CEO at EC Markets
-Tom Higgins, Founder & CEO at Gold-i
-Gil Ben Hur, Founder at 5% Group
#fmls #fmls25 #fmevents #Brokers #Trading #Fintech #FintechInnovation #TradingTechnology #Innovation
Connect with us at:
🔗 LinkedIn: / financemagnates-events
👍 Facebook: / financemagnatesevents
📸 Instagram: / fmevents_official
🐦 Twitter: / f_m_events
🎥 TikTok: / fmevents_official
Educators, IBs, And Other Regional Growth Drivers
Educators, IBs, And Other Regional Growth Drivers
When acquisition costs rise and AI generated reviews are exactly as useful as they sound, performing and fair partners can make or break brokers.
This session looks at how these players are shaping access, trust and user engagement, and what the most effective partnership models look like in 2025.
Key Themes:
- Building trader communities through education and local expertise
- Aligning broker incentives with long-term regional strategies
- Regional regulation and the realities of compliant acquisition
- What’s next for performance-driven partnerships in online trading
Speakers:
-Adam Button, Chief Currency Analyst at investingLive
-Zander Van Der Merwe, Key Individual & Head of Sales at TD Markets
-Brunno Huertas, Regional Manager – Latin America at Tickmill
-Paul Chalmers, CEO at UK Trading Academy
#fmls #fmls25 #fmevents #Brokers #FinanceLeadership #Trading #Fintech #BrokerGrowth #FintechPartnerships #RegionalMarkets
Connect with us at:
🔗 LinkedIn: / financemagnates-events
👍 Facebook: / financemagnatesevents
📸 Instagram: / fmevents_official
🐦 Twitter: / f_m_events
🎥 TikTok: / fmevents_official
When acquisition costs rise and AI generated reviews are exactly as useful as they sound, performing and fair partners can make or break brokers.
This session looks at how these players are shaping access, trust and user engagement, and what the most effective partnership models look like in 2025.
Key Themes:
- Building trader communities through education and local expertise
- Aligning broker incentives with long-term regional strategies
- Regional regulation and the realities of compliant acquisition
- What’s next for performance-driven partnerships in online trading
Speakers:
-Adam Button, Chief Currency Analyst at investingLive
-Zander Van Der Merwe, Key Individual & Head of Sales at TD Markets
-Brunno Huertas, Regional Manager – Latin America at Tickmill
-Paul Chalmers, CEO at UK Trading Academy
#fmls #fmls25 #fmevents #Brokers #FinanceLeadership #Trading #Fintech #BrokerGrowth #FintechPartnerships #RegionalMarkets
Connect with us at:
🔗 LinkedIn: / financemagnates-events
👍 Facebook: / financemagnatesevents
📸 Instagram: / fmevents_official
🐦 Twitter: / f_m_events
🎥 TikTok: / fmevents_official
The Leap to Everything App: Are Brokers There Yet?
The Leap to Everything App: Are Brokers There Yet?
As the arms race to bundle investing, personal finance, and wallets under super apps grows fiercer, brokers are caught between a rock and a hard place.
This session explores unexpected ways for industry players to collaborate as consumer habits evolve, competitors eye the traffic, and regulation becomes more nuanced.
Speakers:
-Laura McCracken,CEO | Advisory Board Member at Blackheath Advisors | The Payments Association
-Slobodan Manojlović,Vice President | Lead Software Engineer at JP Morgan Chase & Co.
-Jordan Sinclair, President at Robinhood UK
-Simon Pelletier, Head of Product at Yuh
Gerald Perez, CEO at Interactive Brokers UK
#fmls #fmls25 #fmevents #Brokers #FinanceLeadership #Trading #Fintech #Innovation
Connect with us at:
🔗 LinkedIn: / financemagnates-events
👍 Facebook: / financemagnatesevents
📸 Instagram: / fmevents_official
🐦 Twitter: / f_m_events
🎥 TikTok: / fmevents_official
As the arms race to bundle investing, personal finance, and wallets under super apps grows fiercer, brokers are caught between a rock and a hard place.
This session explores unexpected ways for industry players to collaborate as consumer habits evolve, competitors eye the traffic, and regulation becomes more nuanced.
Speakers:
-Laura McCracken,CEO | Advisory Board Member at Blackheath Advisors | The Payments Association
-Slobodan Manojlović,Vice President | Lead Software Engineer at JP Morgan Chase & Co.
-Jordan Sinclair, President at Robinhood UK
-Simon Pelletier, Head of Product at Yuh
Gerald Perez, CEO at Interactive Brokers UK
#fmls #fmls25 #fmevents #Brokers #FinanceLeadership #Trading #Fintech #Innovation
Connect with us at:
🔗 LinkedIn: / financemagnates-events
👍 Facebook: / financemagnatesevents
📸 Instagram: / fmevents_official
🐦 Twitter: / f_m_events
🎥 TikTok: / fmevents_official
Mind The Gap: Can Retail Investors Save the UK Stock Market?
Mind The Gap: Can Retail Investors Save the UK Stock Market?
As the dire state of listing and investment in the UK goes from a financial services problem to a national challenge, the retail investing industry is taken to task.
Join a host of executives and experts for a candid conversation about the future of millions of Brits, as seen from a financial services standpoint:
-Are they happy with the Leeds Reform, in principle and in practice?
-Is it the government’s job to affect the ‘saver’ mentality? Is it doing well?
-What can brokers and fintechs do to spur UK investment?
-How can the FCA balance greater flexibility with consumer protection?
Speakers:
-Adam Button, Chief Currency Analyst at investingLive
-Nicola Higgs, Partner at Latham & Watkins
-Dan Lane, Investment Content Lead at Robinhood UK
-Jack Crone, PR & Public Affairs Lead at IG
-David Belle, Founder at Fink Money
#fmls #fmls25 #fmevents #Brokers #FinanceLeadership #Trading #Fintech #RetailInvesting #UKFinance
Connect with us at:
🔗 LinkedIn: / financemagnates-events
👍 Facebook: / financemagnatesevents
📸 Instagram: / fmevents_official
🐦 Twitter: / f_m_events
🎥 TikTok: / fmevents_official
As the dire state of listing and investment in the UK goes from a financial services problem to a national challenge, the retail investing industry is taken to task.
Join a host of executives and experts for a candid conversation about the future of millions of Brits, as seen from a financial services standpoint:
-Are they happy with the Leeds Reform, in principle and in practice?
-Is it the government’s job to affect the ‘saver’ mentality? Is it doing well?
-What can brokers and fintechs do to spur UK investment?
-How can the FCA balance greater flexibility with consumer protection?
Speakers:
-Adam Button, Chief Currency Analyst at investingLive
-Nicola Higgs, Partner at Latham & Watkins
-Dan Lane, Investment Content Lead at Robinhood UK
-Jack Crone, PR & Public Affairs Lead at IG
-David Belle, Founder at Fink Money
#fmls #fmls25 #fmevents #Brokers #FinanceLeadership #Trading #Fintech #RetailInvesting #UKFinance
Connect with us at:
🔗 LinkedIn: / financemagnates-events
👍 Facebook: / financemagnatesevents
📸 Instagram: / fmevents_official
🐦 Twitter: / f_m_events
🎥 TikTok: / fmevents_official
